I N V E S T O R P R E S E N T A T I O N Quest Resource Holding Corporation (NASDAQ: QRHC) 2025 A u g u s t © 2022 Quest Resource Holding Corporation. Copying, publication or redistribution outside of Quest is strictly prohibited. © 2024 Quest Resource Holding Corporation. Copying, publishing or redistributing outside of Quest is strictly prohibited. NATIONAL PROVIDER OF WASTE & RECYCLING SOLUTIONS SEC SAFE HARBOR The statements contained in this Investor Presentation that are not purely historical are forwa ...

Core Viewpoint - Long-term dividend stocks are generally more stable and provide consistent dividends due to their established nature and lower volatility compared to the broader market [1][2] Group 1: Waste Management - Waste Management Inc. is a significant player in the waste and recyclables collection industry, with a market capitalization exceeding $92 billion [4] - The company has a dividend yield of 1.40%, an annual dividend of $3.30, and a 22-year track record of increasing dividends, with a payout ratio of 48.96% [5] - In the second quarter of 2025, Waste Management reported a 19% year-over-year increase in revenue, alongside strong earnings per share (EPS) [6] - Operating expenses have decreased to less than 60% of revenue, contributing to a solid free cash flow projection of nearly $3 billion for the year [7] Group 2: Eversource Energy - Eversource Energy, a major utility provider in the northeast, has a dividend yield of 4.63% and an annual dividend of $3.01, but a high payout ratio of 129.18% [9] - The company managed to slightly increase its EPS to 96 cents, surpassing analyst expectations, and reaffirmed its full-year EPS guidance [10] - Eversource's revenue grew by 12% year-over-year, although it fell short of predictions, with a permanent rate increase in New Hampshire expected to provide stability [11] Group 3: Johnson & Johnson - Johnson & Johnson boasts a dividend yield of 3.00%, an annual dividend of $5.20, and an impressive 64-year history of dividend increases, with a payout ratio of 55.61% [12][13] - The company exceeded EPS predictions by 9 cents and revenue estimates by nearly $900 million in its mid-July earnings report [13] - Growth is driven by its innovative medicine business, particularly in oncology, with potential peak sales of $5 billion for its drug candidate TAR200 [14]

Image source: The Motley Fool. Tuesday, July 29, 2025 at 9:00 p.m. ET Chief Executive Officer — John Vander Ark Chief Financial Officer — Brian DelGhiaccio Need a quote from one of our analysts? Email [email protected] Risks Environmental Solutions revenue decreased by $11 million in Q2 2025, driven by continued softness in manufacturing end markets and lower event-based volumes. Residential and large container volumes declined by 3.2% and 3.4%, respectively, in Q2 2025, primarily due to soft construction a ...

Core Insights - Republic Services reported $4.24 billion in revenue for Q2 2025, a year-over-year increase of 4.6%, with an EPS of $1.77 compared to $1.61 a year ago, indicating positive growth in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $4.27 billion, resulting in a surprise of -0.75%, while the EPS exceeded the consensus estimate of $1.75 by 1.14% [1] Revenue Breakdown - Environmental solutions revenue was $462 million, below the average estimate of $508.67 million, reflecting a year-over-year decline of 2.2% [4] - Recycling & Waste revenue reached $3.77 billion, slightly above the average estimate of $3.76 billion [4] - Total Collection revenue was $2.82 billion, below the estimated $2.88 billion, but showed a year-over-year increase of 3.6% [4] - Small-container Collection revenue was $1.26 billion, slightly below the average estimate of $1.28 billion, with a year-over-year increase of 4.8% [4] - Large-container Collection revenue was $794 million, below the estimated $810.03 million, with a year-over-year increase of 3.1% [4] - Residential Collection revenue was $752 million, below the average estimate of $771.05 million, reflecting a year-over-year increase of 2.5% [4] - Landfill revenue was $854 million, exceeding the average estimate of $801.1 million, with a significant year-over-year increase of 12.2% [4] - Other revenue from recycling processing and commodity sales was $114 million, above the estimated $107.31 million, with a year-over-year increase of 6.1% [4] Stock Performance - Over the past month, shares of Republic Services have returned -2.1%, contrasting with the Zacks S&P 500 composite's +3.6% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Viewpoint - Waste Management is highlighted as a reliable investment opportunity with a strong market position and growth potential in the waste and recycling industry, despite the current hype surrounding AI and quantum computing stocks [1][2]. Company Overview - Waste Management is the largest waste and recycling company in North America, controlling nearly 20% of the U.S. and Canadian market [3]. - The company operates 262 landfills, 506 solid and medical waste transfer stations, and 105 recycling facilities [3]. Competitive Advantages - Waste Management benefits from significant barriers to entry, including public resistance to new landfills and regulatory protections, which create a wide moat around its operations [4][5]. - The company's brand recognition is superior to its competitors, providing a competitive edge in expanding national accounts and increasing e-commerce sales [6]. Growth Areas - **Sustainability Initiatives**: Waste Management is investing $1.4 billion to build or automate 39 recycling facilities by 2027 and $1.6 billion to construct 20 renewable natural gas (RNG) facilities [9][10]. Management anticipates a 15% sales growth from these initiatives through 2027, generating $600 million in annual free cash flow [11]. - **Healthcare Solutions**: The acquisition of Stericycle for $7.2 billion positions Waste Management to capitalize on the growing medical waste services market, expected to grow by 7% annually through 2028 [12][13]. Management has increased expected synergies from this acquisition from $125 million to $250 million [13]. Financial Performance - Waste Management has a return on invested capital (ROIC) of 14%, surpassing the peer average of 11%, and exceeds its cost of capital of 8% [14]. - The company currently offers a dividend yield of 1.4%, with a history of consistent increases, delivering total returns of 2,230% since 2000 [15][16]. The dividend payout ratio is 46% of net income, allowing room for future increases [16]. Valuation - Trading at 30 times forward earnings, Waste Management is considered to warrant a premium due to its resilient business model, wide moat, growth opportunities, and passive income potential [17].

WM 2025 INVESTOR DAY June 24, 2025 Welcome and Opening Remarks Ed Egl VP, Investor Relations WARD WN Today's Agenda 8:30 AM Welcome and Opening Remarks Ed Egl | VP, Investor Relations Fueling a Long-Term, Powerful Engine for Growth Jim Fish | Chief Executive Officer Driving Operational Excellence through the WM Way John Morris | President and Chief Operating Officer Attaining Growth through Differentiation Mike Watson | SVP and Chief Customer Officer Panel Discussion: Promoting a High-Performance Culture Ki ...

Core Insights - Intelligent Bio Solutions Inc. (INBS) has partnered with Managed Waste Service (MWS) to implement its Intelligent Fingerprinting Drug Screening System across MWS's operations in New South Wales, Australia [1][2] - This marks MWS's first initiative for in-house drug testing at over 20 sites, allowing for pre-employment, random, and for-cause testing on-site [2][3] - The Intelligent Fingerprinting Drug Screening System provides results in under ten minutes through fingerprint sweat analysis, enhancing safety and compliance in the workplace [3][4] Company Overview - Intelligent Bio Solutions Inc. specializes in rapid, non-invasive testing solutions, with a focus on drug screening through fingerprint analysis [1][6] - The company aims to revolutionize portable testing, offering a hygienic and cost-effective method to screen for drugs commonly found in the workplace [6] - INBS's technology is currently utilized by over 450 organizations across 24 countries, indicating a growing acceptance of sweat-based drug testing in various sectors [4][6] Industry Context - The implementation of INBS's drug screening system reflects a trend in safety-critical industries seeking innovative and scalable solutions for managing safety and risk [4] - The partnership with MWS highlights the increasing recognition of fingerprint drug testing as an effective and dignified option for workplace safety [4] - MWS is committed to landfill reduction and advancing a circular economy, providing waste management solutions that align with sustainability goals [5]

Company Overview - Casella Waste Systems, Inc. is a regional solid waste, recycling, and resource management services company headquartered in Rutland, Vermont, serving over one million customers across ten eastern states and providing services to more than 10,000 locations nationwide [2][5]. Key Events - The company will ring the Opening Bell at the Nasdaq MarketSite on June 17, 2025, in celebration of its 50th Anniversary [1][2]. Sustainability Commitment - Casella has been recognized for its commitment to sustainability, having established Vermont's first recycling facility in 1977 and being a founding member of the EPA Climate Leaders program [3]. - The company has received a Climate Leadership Award for Excellence in Greenhouse Gas management, with its operations preventing an estimated 5.6 tons of greenhouse gas emissions for every ton emitted [3]. Employee Recognition - The company emphasizes the importance of its over 5,000 employees in achieving sustainability goals and recognizes their contributions on Global Garbageman Day, which coincides with National Waste and Recycling Workers' Week [4].

Core Points - Casella Waste Systems, Inc. has announced that three of its drivers have been honored by the National Waste & Recycling Association as part of the annual Drivers and Operators of the Year program, highlighting the company's commitment to excellence and safety in the waste management industry [1][2][3] Group 1: Awards and Recognition - The Driver of the Year awards recognize drivers who operate safely and responsibly, enhancing the image and safety culture of the waste industry, with categories for residential, commercial, and roll-off drivers at local, regional, and national levels [3] - The three recognized drivers are Frank Corl (Regional Commercial Driver of the Year), Juan Caraballo (Regional Commercial Honorable Mention), and Daniel Hale (Regional Roll Off Honorable Mention) [6] Group 2: Driver Profiles - Frank Corl has over 30 years of experience, known for exceptional service and customer satisfaction, demonstrating professionalism and leadership [8][9] - Juan Caraballo, with over 20 years of experience, is recognized for his dedication to customer service and safety, embodying the company's core values [11][12] - Daniel Hale has over 25 years of professional driving experience, known for his reliability and operational excellence, contributing significantly to team efficiency [14][15] Group 3: Company Overview - Casella Waste Systems, Inc. is headquartered in Rutland, Vermont, providing resource management services primarily in solid waste collection, disposal, recycling, and organics services across the eastern United States [15]

Core Points - Republic Services driver Antonio (Tony) Carranza was awarded the 2025 National Residential Driver of the Year by the National Waste & Recycling Association (NWRA) for his commitment to safety and customer service [1][6] - Carranza has over 42 years of experience with Republic Services and is recognized for his high safety standards and professionalism [3][4] - The NWRA Driver of the Year awards highlight drivers who demonstrate safe vehicle operation and contribute positively to the recycling and waste industry [6] Company Overview - Republic Services, Inc. is a leader in the environmental services industry, offering a comprehensive range of products and services including recycling, solid waste, special waste, hazardous waste, and field services [8] - The company emphasizes its commitment to safety, as evidenced by the continuous recognition of its drivers in the NWRA awards program since 2006 [7] - Republic Services aims to advance circularity and support decarbonization, aligning with its vision to create a more sustainable world [8]